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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,793 | $62,592+171.3% | $85,709+98.1% | $85,847+97.8% |
| Participation rate | 54.8% | 61.1%-6.3pp | 69.9%-15.0pp | 69.3%-14.5pp |
| Annual return | 29.45% | 23.77%+5.7pp | 21.49%+8.0pp | 318.61%-289.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,619-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,578 | $2,802-8.0% | $3,924-34.3% | $3,952-34.8% |
| Admin fee / account holder | $6,919 | $4,643+49.0% | $6,876+0.6% | $6,261+10.5% |